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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi I received my new shares of AW from my old AW.UN. For my 355 of AW.UN I now have 345 of AW plus I received $390.48 in cash. I will not get full details until I get my statement at the end of the month. In the mean time the broker has stated " MER - A&W REVENUE ROYALTIES INCOME FUND TRUST UNITS DEFAULT: C$.99472 CASH +.97311 SHS + C$0.1052 DIST PER 1 OLD " Can you help me figure out this logic in layman's terms? Thank you for your better interpretation.
Read Answer Asked by Ken on October 24, 2024
Q: Recently I have found the TBIL and ZMMK ETFs to be a safe place to keep my cash and earn a half decent return.
However, the upcoming US elections, the upheaval in the Middle East, Ukraine, and the ongoing threat to global oil prices, is increasing the possibility of a sudden spike in interest rates, and a complete reversal of the current narrative of lower rates.
How would TBIL and ZMMK be affectted by such a turn of events (i.e. a spike in interest rates) and more generally, what investment asset classes would you recommend that would best mitigate such risks.
Thank You
John
Read Answer Asked by John on October 24, 2024
Q: I noticed in your ETF and Mutual Fund newsletter service (which is excellent by the way) that you reduced the technology weighting in the Growth ETF Portfolio from 11% to 4%. This is a fairly significant shift. Can you please explain the reasoning behind this reduction and, for the reallocation of the proceeds.

Regards

Phil
Read Answer Asked by philip on October 24, 2024
Q: A number of the DIY brokerages have promotions for moving over your accounts. I moved my maxed out TFSA to TD. I asked about the bonus pay out into my TFSA and they said it's a credit not a contribution, therefore I have nothing to worry about-sounds a little wonky to me.

You're thoughts?
Read Answer Asked by Mark on October 24, 2024
Q: What are your thoughts on Converge's latest quarter? I've held this stock for a long time looking for a win but somehow it always seems to disappoint me. Is it time to move on?

Does it have a significant enough market share that its comments that their data center work has been delayed and cyber security work has doubled that these comments could be a leading indicator to sell data center related stocks and buy cyber security stocks. If so, what stocks would you sell and/or buy? I've not bought into cyber security stocks yet but this information might be the trigger for me. Thanks!
Read Answer Asked by Brendon on October 24, 2024
Q: Is journaling shares from a TSX listed company to its US counterpart, a way to potentially benefit from a weakening canadian dollar and a strengthening Us dollar?

For Example, I journal my brookfield shares to the US market today, the current exchange is 1.38.
5 years from now I sell my shares in US dollars and convert back to canadian dollar at 1.45.

Does this make sense?
Read Answer Asked by Schoombee on October 24, 2024
Q: I just sold half my position in Nvidia in my TSFA.
Can you please suggest some replacements in US$? Something more conservative .
Read Answer Asked by Lois on October 24, 2024
Q: Hi. I need to generate some cash out of a portfolio holding these positions. Can you please rank the noted companies in terms of which you would sell now based on current valuations and outlook over the next 2-3 years?
Read Answer Asked by Chris on October 24, 2024
Q: This has been my only gold stock but except for a nice dividend, it has gone nowhere with the price of gold skyrocketing.
I’d like to replace it with something with more torque. Any suggestions! AEM and WPM have skyrocketed. Would they still be buys? Perhaps B2gold will move next year when their mines come on stream?
Read Answer Asked by Helen on October 24, 2024
Q: I currently have a full position in LULU and am currently around break even. I am a bit nervous about LULU and your most recent comments have been a bit ambivalent. I'm thinking of switching to either CROX ( low PE which is uncommon these days, it seems) and ULTA ( the Buffett blessing). I like LULU and my wife (yoga instructor) has many LULU pieces as do all of her friends. So brand loyalty is strong, at least from one data point but what about the next five years? Stay or go? Thanks
Read Answer Asked by alex on October 24, 2024
Q: Given the focus on Data Centre Power, what do you think of these? I already own VST & VRT

Many Thanks!
Read Answer Asked by Austin on October 24, 2024
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